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How much passive investing is too much?
Warnings that index funds have broken the stock market all imply a threshold: a share of the market at which price discovery fails. Nobody making the argument names it. Owen Lamont, writing in the Financial Analysts Journal, argues that no such number exists short of complete passive ownership, and that what actually determines whether prices stay informative is who is left doing the trading. His case, the strongest peer-reviewed research against it, and what the performance
Robin Powell
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Momentum and high beta: what's the difference?
Momentum investing is a strategy that aims to take advantage of continuing trends. Closely related to momentum is what's called high...
Robin Powell
Apr 24, 20232 min read
What can Woodford investors expect to happen now?
So, the FCA has announced that Link Fund Solutions will have to pay £235 million in compensation to more than 300,000 investors affected...
Robin Powell
Apr 20, 20232 min read
Link carries the can as FCA tries to draw a line under Woodford
Robin writes: It’s finally happened. The Financial Conduct Authority, the UK financial regulator, has announced compensation for...
Robin Powell
Apr 20, 20234 min read
Market cycles teach us, but do we learn?
By COSMO DeSTEFANO History doesn’t repeat itself but it often rhymes. — Mark Twain Almost every modern-day investment for sale to the...
Robin Powell
Apr 19, 20236 min read
Five reasons why fund managers don’t discuss skill
If you’re going to invest in active funds, then the key to success in theory is to identify, in advance, fund managers who actually...
Robin Powell
Apr 17, 20234 min read
Robin & Jonathan to speak in London on 17th May
Robin writes: We can clearly see what we pay for a pint of milk or a litre of fuel. Our phone, gas and electricity providers are required...
Robin Powell
Apr 17, 20231 min read
Five ways to teach children about money
Many parents struggle to talk to their children about finances, but there are some simple ways to introduce children to good money...
Robin Powell
Apr 15, 20234 min read
SPIVA Europe awards nul points to Royaume Uni
By ROBIN POWELL The scores from SPIVA Europe are in, and, if you’re a British active fund manager you might want to avert your eyes....
Robin Powell
Apr 13, 20232 min read
What should you do when pundits predict a crash?
By ROBIN POWELL I keep seeing warnings that stocks are about to crash. Morgan Stanley’s Mike Wilson recently likened investors buying...
Robin Powell
Apr 12, 20232 min read
Don't miss out on your only free lunch
Welcome to a new series of articles by COSMO DeSTEFANO. Based in Boston, Massachusetts, Cosmo is a retired CPA and tax partner who worked...
Robin Powell
Apr 12, 20237 min read
Do concentrated active managers produce higher returns?
It's often suggested that, if you're going to use active funds, then you need to look for concentrated active managers who take large...
Robin Powell
Apr 11, 20233 min read
The Big Shortcoming: a dismal decade for active large-growth
US large-growth stocks enjoyed a 12-year winning streak from 2009 to 2021. But new research by Morningstar shows that large-growth was...
Robin Powell
Apr 10, 20235 min read
Why financial planning is worth paying for
Robin writes: I can’t think of any profession that is more misunderstood than financial planning. So what exactly is it? Why is it worth paying for? And how do you find the right financial planner for you? We address all of these questions in the latest episode of The Investing Show with the help of Helena Wardle, herself a financial planner and also an author entrepreneur. The Investing Show is sponsored by Timeline. You’ll find more videos like this on the Investing Sho
Robin Powell
Apr 7, 20238 min read
What does it really mean to be wealthy?
The words rich and wealthy tend to be used interchangeably. But they actually mean very different things. Building true wealth requires a...
Robin Powell
Apr 4, 20234 min read
Investing lessons from March Madness
Regardless of how much or little we know about the sport in question, most of us fancy a flutter on a big sporting event. Here in the UK,...
Robin Powell
Apr 3, 20234 min read
Helping you find your own path
Robin writes: I’ll be honest, I’m not a big fan of self-help books generally. But I recently came across one that I’m very happy to...
Robin Powell
Mar 30, 20232 min read
Three steps to protect yourself against financial scams
In the digital world we now inhabit, financial scams have grown in their reach and sophistication, and everyone should be aware of how to...
Robin Powell
Mar 29, 20233 min read
How to stop another Madoff wrecking investors' lives
By ROBIN POWELL The only thing necessary for evil to triumph in the world is that good men do nothing. — Edmund Burke Goodness me,...
Robin Powell
Mar 27, 20234 min read
Charley Ellis: six nuggets of investment wisdom
Charley Ellis has been a voice of common sense in the world of investing for more than 50 years. His book, , which explains why low-cost,...
Robin Powell
Mar 24, 20237 min read
Why S&P and MSCI 'same market' index funds can return very different numbers
Two index families claiming to track 'the US market' can still diverge by several percentage points a year. Sherifa Issifu unpacks how differences in index construction, quality screens and sector weights explain why S&P and MSCI benchmarks quietly part ways.
Robin Powell
Mar 22, 20233 min read
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